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Kings Point Capital Management’s Waste Management WM Stock Holding History

Kings Point Capital Management’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$14.4M Buy
90,784
+3,298
+4% +$500K 1.25% 30
2021
Q4 		$14.6M Sell
87,486
-2,465
-3% -$396K 1.19% 32
2021
Q3 		$13.4M Sell
89,951
-256
-0.3% -$38.3K 1.19% 27
2021
Q2 		$12.6M Buy
90,207
+250
+0.3% +$34.6K 1.15% 32
2021
Q1 		$11.6M Buy
89,957
+4,303
+5% +$503K 1.14% 32
2020
Q4 		$10.1M Buy
85,654
+2,788
+3% +$325K 1.08% 34
2020
Q3 		$9.38M Buy
82,866
+687
+0.8% +$75.9K 1.17% 30
2020
Q2 		$8.7M Buy
82,179
+671
+0.8% +$67.8K 1.26% 28
2020
Q1 		$7.54M Buy
81,508
+10,097
+14% +$1.16M 1.33% 27
2019
Q4 		$8.14M Buy
71,411
+4,167
+6% +$471K 1.2% 33
2019
Q3 		$7.73M Buy
67,244
+1,452
+2% +$170K 1.31% 29
2019
Q2 		$7.59M Buy
65,792
+3,737
+6% +$405K 1.39% 25
2019
Q1 		$6.45M Sell
62,055
-1,293
-2% -$126K 1.28% 29
2018
Q4 		$5.64M Sell
63,348
-2,509
-4% -$225K 1.26% 32
2018
Q3 		$5.95M Buy
65,857
+1,057
+2% +$93.7K 1.11% 35
2018
Q2 		$5.27M Buy
64,800
+3,433
+6% +$284K 1.04% 38
2018
Q1 		$5.16M Buy
61,367
+6,511
+12% +$559K 1.04% 42
2017
Q4 		$4.73M Buy
54,856
+14,403
+36% +$1.17M 0.99% 43
2017
Q3 		$3.17M Buy
40,453
+3,816
+10% +$290K 0.71% 54
2017
Q2 		$2.69M Buy
36,637
+9,879
+37% +$719K 0.63% 59
2017
Q1 		$1.95M Buy
+26,758
New +$1.91M 0.46% 64
2016
Q1 		– Sell
-460
Closed -$25K – 343
2015
Q4 		$25K Hold
460
– – 0.01% 278
2015
Q3 		$23K Buy
+460
New +$22.9K 0.01% 300

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kings Point Capital Management's WM Position: Q1 2022 in Review

Kings Point Capital Management increased its Waste Management (WM) stake by 3.8% in Q1 2022, buying an estimated $500K and bringing the position to 90,784 shares worth $14.4M. The position accounts for 1.25% of the portfolio, ranked #30.

Kings Point Capital Management first reported a position in WM in Q3 2015 and has held it in 23 quarters since. The position peaked at $14.6M in Q4 2021. 1,660 funds tracked by Wall St. Rank hold WM as of Q1 2022.

  • Kings Point Capital Management held 90,784 shares of Waste Management worth $14.4M as of Q1 2022.
  • Kings Point Capital Management bought 3,298 Waste Management shares in Q1 2022, an estimated $500K.
  • Waste Management made up 1.25% of Kings Point Capital Management's portfolio in Q1 2022, its #30 holding.
  • Kings Point Capital Management first reported a position in Waste Management in Q3 2015 and has held it in 23 quarters since.
  • Kings Point Capital Management's Waste Management position peaked at $14.6M in Q4 2021.
  • 1,660 funds tracked by Wall St. Rank held Waste Management as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.